Better BOI

Better BOI

File your BOI form, or Face the Music
This is required by March 21, 2025

Spill the beans or face the music
Beneficial Ownership Information Reporting

**NOTE - The BOI injunction in Texas courts has been lifted. For the vast majority of reporting companies, the new deadline to file a BOI report is now March 21, 2025.

Spill the Beans or Face the Music

The New Reality of Business Transparency

After years of uncertainty and shifting deadlines, the Corporate Transparency Act's Beneficial Ownership Information (BOI) reporting requirement is now set in stone. For millions of small businesses, this isn't just another regulation – it's a mandatory disclosure with serious teeth.

What's Really Going On Here?

The federal government wants to know who actually owns and controls American businesses. No more hiding behind corporate veils. It's part of a global push for transparency, and this time, they mean business.

The Hard Facts
- Updated Deadline: March 21, 2025 for existing companies
- New Business: Must file within 30 days of formation
- Changes: Must update within 30 days of ownership changes
- Scope: Most companies with fewer than 20 employees must file
Let's Talk About Those Penalties

Because sometimes a spoonful of sugar doesn't help the medicine go down:
- $500 per day in civil penalties
- Criminal fines up to $10,000
- Potential imprisonment up to 2 years
- Permanent compliance record issues

Who Needs to Report?

You're probably on the hook if you're a:
- Corporation
- LLC
- Limited Partnership
- Other similar entity
Unless you're:
- A public company
- Already heavily regulated (banks, credit unions)
- A tax-exempt organization
- Dormant (pre-2020, no activity, no foreign ownership)
Why Now?

The U.S. has been criticized for being a haven for shell companies and financial opacity. This regulation brings us in line with international standards. After multiple false starts and delays, the government is fully committed to this deadline.

We Make It Simple

Let's face it – nobody started their business dreaming about filing BOI reports. That's why we're here.

1. Quick Assessment: 30-second check to determine if you need to file
2. Streamlined Collection: Simple forms, clear questions
3. Secure Filing: We handle the FinCEN submission
4. Peace of Mind: Updates and reminders when needed

Why Act Now?

Think of March 21, 2025 like another tax day – you don't want to be scrambling with millions of other business owners at the last minute. Get it done now, and get back to running your business.

Click on the blue button below to start your BOI Reporting

No payment required to check if you need to file

The Bottom Line

This isn't just another piece of paperwork you can ignore. The penalties are serious, the deadline is firm, and the government is committed to enforcement. But with our help, you can knock this out quickly and correctly.

Still Not Sure?

"But what if the requirements change again?"
They might adjust some details, but the core requirement isn't going away. Filing early means you're covered, and we'll help you update if needed.

"What about privacy concerns?"
We take your privacy seriously, and FinCEN has strict data protection protocols. This isn't public information – it's confidential government reporting.

"What's this going to cost me?"
We help you complete your BOI Reporting requirements for a flat fee, starting at $250 for a simple report and going to $1,000+ for complex situations. We offer hands on support and a white glove option, so you can get back to work!

"Can't I just do this myself?"
Yes! We would love for you to do this yourself. See the guide we have built for self-filers. If you have any questions along the way you can schedule time with us.

Click the blue button below to get started, and see if you need to file!

---
*Note: While we keep things light, we take compliance seriously. Our process is designed for accuracy and completeness, backed by thorough understanding of FinCEN requirements.*

Exemption Criteria

You might just get a free pass
Do you need to file?

There are a number of exemption criteria where your company might consolidate the number of BOI forms it must file, or avoid filing BOI altogether.

Exemption requirements might include:
- Securities Reporting Issuer: Publicly traded companies that meet certain requirements.
- Governmental Authority: Entities established by a government.
- Bank: Banks that are regulated and meet certain criteria.
- Credit Union: Federally insured credit unions.
- Depository Institution Holding Company.
- Money Services Business.
- Broker or Dealer in Securities.
- Securities Exchange or Clearing Agency.
- Other Exchange Act Registered Entity.
- Investment Company or Investment Adviser.
- Venture Capital Fund Adviser.
- Insurance Company.
- State-Licensed Insurance Producer.
- Commodity Exchange Act Registered Entity.
- Accounting Firm.
- Public Utility.
- Financial Market Utility.
- Pooled Investment Vehicle.
- Tax-Exempt Entity: Nonprofits and similar entities.
- Entity Assisting a Tax-Exempt Entity.
- Large Operating Company: Companies that employ more than 20 people in the U.S., have over $5 million in gross revenue on their last tax return, and have a physical presence in the U.S.
- Subsidiary of Certain Exempt Entities.
- Inactive Entity: Since prior to 2020, no activity, no foreign ownership)
Does your company meet ANY of these exemption criteria?*

Based on one or more of these factors, I am an exempt entity.None of these apply - I need to fileI am not sure

Good News!

You might just get a free pass
Good News! You May Be Exempt from BOI Reporting

Based on your response, your company likely qualifies for an exemption from BOI reporting requirements.

⚠️ Important Next Steps:

1. Document Your Exemption Status
- Keep records showing why you qualify for exemption
- Save relevant documentation (like SEC filings, tax-exempt status, etc.)

2. Verify Your Status
- While our assessment indicates you're exempt, we recommend:
- Consulting with your legal counsel
- Reviewing the full [FinCEN exemption guidelines](https://www.fincen.gov)
- Documenting your exemption determination
3. Stay Informed
- Exemption status can change if:
- Your business structure changes
- You lose tax-exempt status
- Regulatory requirements are updated
- Sign up for our updates to stay informed of any changes
Sign Up for BOI Regulation Updates

Need More Help?

If you'd like a professional review of your exemption status or have questions, we're here to help.

Schedule a Consultation

Need help?

Consult with us to get down the road
Let's Sort Out Your BOI Filing Together

Simple. Personal. Done Right.

Confused about BOI requirements? Don't worry. In one phone call, we'll:
- Determine if you need to file
- Collect the right information
- Handle the submission process
- Ensure you're fully compliant

No complicated forms. No legal jargon. Just clear guidance from a real person who knows BOI inside and out.

How It Works
1. Schedule a 30-minute call below
2. We'll walk you through everything step by step
3. You'll have peace of mind knowing it's handled correctly

Why Talk With Us?
- ✓ No prep needed - we'll guide you through it
- ✓ Get answers to all your questions
- ✓ Save hours of research and confusion
- ✓ Avoid costly mistakes and penalties

$500 Consultation Fee**
*Includes simple BOI filing if needed*

"We make BOI compliance as painless as a 30-minute call."

Let's get to work!

First, let's confirm your authorization to file.
Name of Reporting Company*
How many beneficial owners are there in the company?*
Your First and Last Name*

First NameLast Name
Email Address*
example@example.com
Phone Number

Area CodePhone Number
Please confirm the following:*

I am authorized to file BOI reports for this companyI understand that providing false information may result in penaltiesI agree to notify of any changes within 30 days
Authorized Applicant's Signature*

Powered by Jotform SignClear

Choose your service

Note - you will not pay until you have completed the forms, but you will not be able to submit the forms without payment*

Simple BOI - up to 2 Beneficial Owners$250.00

Completion of a BOI Report with up to 2 Beneficial Owners. Includes Audit Protection.

Complex BOI - 3+ Beneficial Owners$500.00

Completion of a BOI Report with 3+ Beneficial Owners. Includes Audit Protection.

Done For You BOI$1,000.00

Completion of a BOI Report with 1-3+ Beneficial Owners. Includes Audit Protection. We will request documents and complete this form for you! Includes one 30 minute call if necessary.

Enter coupon

Total $0.00

Company Applicant Information
Name*

First NameLast Name
Date of Birth*

MonthDayYear
Date
FinCEN ID (if applicable)
Current Address*

Street Address

Street Address Line 2

CityState

Zip Code
Address type*

Business AddressResidential Address
Identifying document type*
Identifying document number*
Identifying document jurisdiction*
U.S. State or Country/Jurisdiction
Identifying document image*

Browse Files

Cancelof

Reporting Company Information
Reporting Company legal name*
Alternate name (e.g. trade name, DBA)
Tax Identification type*
Tax identification number*
Country/Jurisdiction (if Foreign Tax ID)
Current US Address*

Street Address

Street Address Line 2

CityState

Zip Code
Benowner jump Number

Woah there!

Let's go ahead and catch up on a call
Let's take the time to get this right

We are working to build the simplest, most straight forward BOI Reporting tool out there.

Your answer of >5 beneficial owners makes us think that we might be better served to have a quick conversation before we file this form.

We want to get it right!

Your consult fee will go to the cost of preparing the form. We will make this quick and easy for you!

Beneficial Owner(s) Information
Entity Name, or Individual's last name*
First name
Middle Name
Date of Birth or Entity Registration*

MonthDayYear
Date
Residential address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Identifying document type*
Identifying document number*
Identifying document jurisdiction*
U.S. State or Country/Jurisdiction
Identifying document image*

Browse Files

Cancelof
Are you a Parent/Guardian applying for a minor?

Check if yes

Beneficial Owner(s) Information
Entity Name, or Individual's last name*
First name
Middle Name
Date of Birth or Entity Registration*

MonthDayYear
Date
Residential address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Identifying document type*
Identifying document number*
Identifying document jurisdiction*
U.S. State or Country/Jurisdiction
Identifying document image*

Browse Files

Cancelof
Are you a Parent/Guardian applying for a minor?

Check if yes

Beneficial Owner(s) Information
Entity Name, or Individual's last name*
First name
Middle Name
Date of Birth or Entity Registration*

MonthDayYear
Date
Residential address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Identifying document type*
Identifying document number*
Identifying document jurisdiction*
U.S. State or Country/Jurisdiction
Identifying document image*

Browse Files

Cancelof
Are you a Parent/Guardian applying for a minor?

Check if yes

Beneficial Owner(s) Information
Entity Name, or Individual's last name*
First name
Middle Name
Date of Birth or Entity Registration*

MonthDayYear
Date
Residential address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Identifying document type*
Identifying document number*
Identifying document jurisdiction*
U.S. State or Country/Jurisdiction
Identifying document image*

Browse Files

Cancelof
Are you a Parent/Guardian applying for a minor?

Check if yes

Beneficial Owner(s) Information
Entity Name, or Individual's last name*
First name
Middle Name
Date of Birth or Entity Registration*

MonthDayYear
Date
Residential address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Identifying document type*
Identifying document number*
Identifying document jurisdiction*
U.S. State or Country/Jurisdiction
Identifying document image*

Browse Files

Cancelof
Are you a Parent/Guardian applying for a minor?

Check if yes
Should be Empty:

This is required by March 21, 2025

Beneficial Ownership Information Reporting

**NOTE - The BOI injunction in Texas courts has been lifted. For the vast majority of reporting companies, the new deadline to file a BOI report is now March 21, 2025.

Spill the Beans or Face the Music

The New Reality of Business Transparency

What's Really Going On Here?

The Hard Facts

Let's Talk About Those Penalties

Who Needs to Report?

Unless you're:

Why Now?

We Make It Simple

Why Act Now?

The Bottom Line

Still Not Sure?

Exemption Criteria

Do you need to file?

Good News!

Good News! You May Be Exempt from BOI Reporting

⚠️ Important Next Steps:

Need More Help?

Need help?

Let's Sort Out Your BOI Filing Together

Simple. Personal. Done Right.

Let's get to work!

Choose your service

Company Applicant Information

Reporting Company Information

Woah there!

Let's take the time to get this right

Beneficial Owner(s) Information

Beneficial Owner(s) Information

Beneficial Owner(s) Information

Beneficial Owner(s) Information

Beneficial Owner(s) Information